Plan Ledger DOL Form 5500 · updated monthly

Value Drug Company401(k)

VALUE DRUG COMPANY 401(K) PROFIT-SHARING PLAN · DUNCANSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Value Drug Company reported $104,028 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,457 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.20% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 864th-largest of 3,651 plans among Pennsylvania employers on file, and the 919th of 4,246 in wholesale trade. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,178,107
Participants with balances260
Active participants218
Employer contributions$753,526
Employee contributions$1,450,385
Employer contribution per active participant$3,457
Average account balance$173,762
Benefits paid to participants$2,650,313
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG, OAKES, BROWN & CO., PC
Plan history3
Yearassets · accounts · employer contribution
2024$45.2M · 260 accts · $754K emplr
2023$40.7M · 260 accts · $954K emplr
2022$35.6M · 253 accts · $766K emplr
The Value Drug Company 401(k) match · 2024
Employer contribution per active participant$3,457
Median for plans this size$2,416
2024$3,457 per active participant
2023$4,280 per active participant
2022$3,482 per active participant

Value Drug Company's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VANGUARD GROUP INC. · Recordkeeping · Consulting$30,632
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$67,898
DEFINITI, LLC · Consulting$6,348

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$104,028 · 0.24%
2023$117,211 · 0.31%
2022$78,334 · 0.20%
Same employer
Similar plansWholesale Trade · Pennsylvania
Four Seasons Produce, Inc. PA$47.4M · 0.31%
Lift, Inc. PA$41.0M
Modern Group LTD. PA$40.8M · 0.14%
Aramsco, Inc. PA$40.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231179140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.